One Wealth Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

One Wealth Capital Management’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$843K	Buy	8,247 +5,341	+184%	+$551K	0.24%	58
2026 Q1	$303K	Sell	2,906 -75	-3%	-$7.72K	0.13%	85
2025 Q4	$305K	Sell	2,981 -1,372	-32%	-$141K	0.13%	95
2025 Q3	$450K	Buy	4,353 +955	+28%	+$98.5K	0.2%	61
2025 Q2	$350K	Buy	3,398 +1,357	+66%	+$139K	0.16%	73
2025 Q1	$211K	Buy	+2,041	New	+$208K	0.11%	102

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

One Wealth Capital Management's STIP Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 184% in Q2 2026, buying an estimated $551K and bringing the position to 8,247 shares worth $843K. The position accounts for 0.24% of the portfolio, ranked #58.

One Wealth Capital Management first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

One Wealth Capital Management held 8,247 shares of iShares 0-5 Year TIPS Bond ETF worth $843K as of Q2 2026.
One Wealth Capital Management bought 5,341 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $551K.
iShares 0-5 Year TIPS Bond ETF made up 0.24% of One Wealth Capital Management's portfolio in Q2 2026, its #58 holding.
One Wealth Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.